Equity Research Analyst specializing in high-conviction valuations within the Defense, Aerospace, and Technology sectors. My investment philosophy is centered on a disciplined GARP (Growth at a Reasonable Price) framework, utilizing rigorous 5-year DCF modeling and sensitivity analysis to identify structural mispricings.With a deep technical interest in military technology and operational efficiency (inspired by the precision of Formula 1), I focus on companies with 'fortress' balance sheets and sustainable ...